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BOSCH LTD.

INVESTORS’ MEET
Mobility Trends and Solutions for India

27th June 2017

Soumitra Bhattacharya, Managing Director, Bosch Limited


Agenda

1. Bosch Group Overview

2. Global Mobility Trends

3. India - Legislative landscape affecting Mobility

4. Emission norm changes

5. Electrification roadmap in India

6. Connected Mobility

2 Soumitra Bhattacharya, Managing Director | 6/27/2017


Provided for informational purposes all information within this presentation strictly on a non-reliance basis
© Bosch Limited 2017. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights.
Agenda

1. Bosch Group Overview

2. Global Mobility Trends

3. India - Legislative landscape affecting Mobility

4. Emission norm changes

5. Electrification roadmap in India

6. Connected Mobility

3 Soumitra Bhattacharya, Managing Director | 6/27/2017


Provided for informational purposes all information within this presentation strictly on a non-reliance basis
© Bosch Limited 2017. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights.
Bosch Ltd. Investors' Meet
Bosch Group Sales in 2016 by Business Sectors

Figures representing Bosch


Group sales

4 Soumitra Bhattacharya, Managing Director | 6/27/2017


Provided for informational purposes all information within this presentation strictly on a non-reliance basis
© Bosch Limited 2017. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights.
Bosch Ltd. Investors' Meet
Bosch Group Sales in 2016 by Region

Figures representing Bosch Group Sales

5 Soumitra Bhattacharya, Managing Director | 6/27/2017


Provided for informational purposes all information within this presentation strictly on a non-reliance basis
© Bosch Limited 2017. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights.
Bosch Ltd. Investors' Meet
Bosch in India
Srinagar

Jamm
u

Amritsa
r Chandigarh
T Nerpur
Bhatind Kashipur
a Ludhiyana Haldwan
Barnala Karnal Muradabad
i
Panipat MujNgr
Hissar Saharanpur
Badauin
Delhi Gaziabad
Bikaner Alwar
18 Manufacturing Plants
11 Companies
Etah
Agra SIliguri
Jaipur Lucknow Gorakhpu
Muj’pur Purnia
Ajmer Gwalior Kanpur r Guwahati
Jodhpur Patna
Bhagalpur
Jhansi Allahabad
Varanasi Jehanaba
Satna Dumka
Chatarpur d
24Pargana
Udaipur Dhanbad
Bhopal Jabalpur Agartala
Ranchi
Ahmedabad
Rajkot Indore JamshedpurKolkata
Vadodara
Bilaspur Raurkela
Surat
Raipur
Jalgaon Akola Nagpur Cuttack
Bhubaneshwar
Aurangabad
Mumbai
Pune
Warangal
Solapur Secunderabad Vizag >4000 Sales >1500 Suppliers
Bijapur
Kolhapur Gulbarga
Kakinada
Vijaywada Outlets
Belgaum Guntur
Mapusa
Davangere
Cuddapa
h
Chitoor
Mangalor Vellore
e
Bangalore Chennai
Headquarters Calicut
Mysore
Salem
Coimbatore
Manufacturing
Trichy
Development Ernakula
m
Madurai
Sales Offices ~31000

6 Soumitra Bhattacharya, Managing Director | 6/27/2017


Provided for informational purposes all information within this presentation strictly on a non-reliance basis
© Bosch Limited 2017. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights.
Bosch Ltd. Overview

Key Figures

Jaipur
>9,000 associates

Nashik
billion INR
101.8 sales in 2016-17
Headquarters Bengaluru
Verna
Research and Chennai
Development
manufacturing
8
Bidadi Naganathapura
Manufacturing Gangaikondan
plants

2008 Motor Industries 2015 Inauguration of


1922 First sales office 1953 First manufacturing Company Limited ( ) is Bosch’s 8th manufacturing
opens in Calcutta operation opens in Bangalore renamed Bosch Limited facility in India

Milestones since 1922 v


1951 is founded as a 1961 Bosch Group increases its 2009 Bosch Group increases
joint venture with Ghaziabad shares to more than 50 % its Bosch Limited shares to
Engg. Co. more than 70 %

7 Soumitra Bhattacharya, Managing Director | 6/27/2017


Provided for informational purposes all information within this presentation strictly on a non-reliance basis
© Bosch Limited 2017. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights.
Bosch Ltd. Investors' Meet
Bosch’s uniqueness Bosch Ltd. Shareholding
RB GmbH Shareholding RB GmbH Voting Rights and Voting Rights
Robert Bosch
GmbH, 1%

Bosch Bosch
Family, 7% Family, 7% Others,
30%
Robert Bosch Robert Bosch
Stiftung Industrietreuhand KG, Promoter,
GmbH, 92% 93% 70%

Unique shareholding pattern  Globally: majority shareholding with a Trust

8 Soumitra Bhattacharya, Managing Director | 6/27/2017


Provided for informational purposes all information within this presentation strictly on a non-reliance basis
© Bosch Limited 2017. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights.
Agenda

1. Bosch Group Overview

2. Global Mobility Trends

3. India - Legislative landscape affecting Mobility

4. Emission norm changes

5. Electrification roadmap in India

6. Connected Mobility

9 Soumitra Bhattacharya, Managing Director | 6/27/2017


Provided for informational purposes all information within this presentation strictly on a non-reliance basis
© Bosch Limited 2017. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights.
Bosch Ltd. Investors' Meet
Powertrain Scenarios* Base Case e-mobility Case *Vehicle sales PC incl. LCV<6t [m vehicles]1)
1) Estimation Bosch

114 114
106 EV
ICE
ICE stays
stays dominant
dominant
98 PHEV
HEV
89
CNG
GDI incl.
HEV/
PFI
PHEV
Diesel
pure ICE

102.4
93.2
88 90% 82%
99% … but also VUCA world

2015 2020 2025 2030 2030


Global mobility market with moderate growth (CAGR2015-2030 : +1.7%).
Combustion Engine (ICE) expected to remain dominant propulsion technology (82 to 90% in 2030).
Hybridization gains momentum to meet emission and CO2 requirements.
10 Soumitra Bhattacharya, Managing Director | 6/27/2017
Provided for informational purposes all information within this presentation strictly on a non-reliance basis
© Bosch Limited 2017. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights.
Bosch Ltd. Investors' Meet
Regulatory and Market impulses
Emission Norms
BS4 countrywide, BS6 in 2020

Fuel Consumption Regulations


CAFE 2017/2022

Crash Standard
All models from 2019

Safety
CV ABS 2015, PC and 2Wh ABS 2018,

Market Trends
Electrified – NITI Aayog (e-mobility 2030)

Large amount of regulatory requirements and new market trends


will drive fast technology and product adaptation for Indian Market
11 Soumitra Bhattacharya, Managing Director | 6/27/2017
Provided for informational purposes all information within this presentation strictly on a non-reliance basis
© Bosch Limited 2017. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights.
Bosch Ltd. Investors' Meet
Emission Legislation – All Segments
2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Sulphur India Countrywide
content 500 ppm ROI 350ppm Metros BS5 10ppm10)(?)
50ppm 10ppm
Cities

BS2
BS3 BS4 BS6
On Road

BS2 ROI BS3 Metros BS5 10ppm (?)


RDE
BS4 monitoring BS6 RDE
Implementation
Metros BS4 BS6-1 OBD BS6-2 OBD
ROI BSIII Metros BS5 10ppm (?)
BSIV RDE
monitoring BSVI RDE
Implementation
Metros BSIV 33 BSVI-1 OBD BSVI-2 OBD

TREM <37k
IIITREM2W BSBased
TREM on EOBD EU5+
3A BS (Non road) Stage IV

Under discussion
Not yet decided –
Off High-way

BS (Non road) Stage IV


BS2 BS3 CEV

CPCB I CPCB II CPCB III


With leapfrogging to new stringent emission, monitoring and CO 2 norms in all on- and off-road segments
India is undergoing a disruptive technology change.
12 Soumitra Bhattacharya, Managing Director | 6/27/2017
Provided for informational purposes all information within this presentation strictly on a non-reliance basis
© Bosch Limited 2017. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights.
Bosch Ltd. Investors' Meet
Regulation comparison
EU4 EU5 EU6 EU6 (RDE)

2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020

BS4 (only Metros) BS4 (Across India) BS6

12 to 15 years

<6 years
Leapfrogging from BS4 to BS6 in 2020 reduces the current technology backlog from ~12 years to < 6years
13 Soumitra Bhattacharya, Managing Director | 6/27/2017
Provided for informational purposes all information within this presentation strictly on a non-reliance basis
© Bosch Limited 2017. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights.
Bosch Ltd. Investors' Meet
ICE Technology approach to meet future market requirements
GER_COM
dB
82

100

SCR+
cylinder pressure [bar]
SCR

DOC

CuC
80  
24
22
250 300 350 400 500 600 700
900
800
700
60 DPF
20 200
600
500
18 150
800
400 20 40
l

I_Inj [A]
T T Dp
16 350
100 300
BMEP [bar]

14 80
250
10 20
l
200
12 60
150
100
10 40
80 0 0
 TWC
8

Exhaust Gas
20 60
15
40
-30 -25 -20 -15 -10 -5 0 5 10 15 20 25 30

pSCR
NSC
6 10
60 20
40
5
cranke angle [deg]
cDPF
15


4 15 20
10
10

Fuel Injection
5 5
2
0

l
0

Treatment
1000 1400 1800 2200 2600 3000 3400 3800 4200
engine speed [rpm]

l PM T T
Rollertest WLTC Equipment
[Nm]

300
Torque [Nm]

200
100
Optimization of
Torque

air system
Base
Drive Train
400
[g/h]

FTC
[g/h]

MCC-T & FTC


out

300
engine out
engine

200
NO x NOx

100

New Software
0
1160 1165 1170 1175 1180 1185 1190 1195 1200

Time [s]
Time [s]

Functions

“electrified" "connected"
Hybrids

Holistic technology optimization necessary to meet future requirements – strong demand for system solutions.
Bosch able to offer wide range of required products and engineering services as system solution provider.
1) ICE: Internal Combustion Engine, TWC: Three Way Catalyst, DOC: Diesel Oxidation Catalyst, SCR: Selective Catalytic Reaction, NSC: NOx Storage Catalyst
14 Soumitra Bhattacharya, Managing Director | 6/27/2017
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© Bosch Limited 2017. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights.
Bosch Ltd. Investors' Meet
Gearing up for the future
Adaptation of
Develop Product
After market Strategy

Gear-up Optimization of
Resources
3 to 5
Purchasing times R&D efforts

Setup
Ramp-up
Manufacturing
Competency
Strategy

15 Soumitra Bhattacharya, Managing Director | 6/27/2017


Provided for informational purposes all information within this presentation strictly on a non-reliance basis
© Bosch Limited 2017. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights.
Agenda

1. Bosch Group Overview

2. Global Mobility Trends

3. India - Legislative landscape affecting Mobility

4. Emission norm changes

5. Electrification roadmap in India

6. Connected Mobility

16 Soumitra Bhattacharya, Managing Director | 6/27/2017


Provided for informational purposes all information within this presentation strictly on a non-reliance basis
© Bosch Limited 2017. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights.
Bosch Ltd. Investors' Meet
Electrification roadmap in India
Vision of Government of India Recent developments in India

March 2017

Leapfrog to Shared, Electric and


Connected Mobility
Niti Aayog - May 2017

Monitor how the plans develop in to Mindset change: Decisive decision making on policies and
action implementation. OEMs / Suppliers have started investing
17 Soumitra Bhattacharya, Managing Director | 6/27/2017
Provided for informational purposes all information within this presentation strictly on a non-reliance basis
© Bosch Limited 2017. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights.
Bosch Ltd. Investors' Meet
Bosch Solutions for Electrification
eScooter HMI Re-generative
Sharing Solutions ranging from 48V Hybrids to high voltage electric braking systems PC

for all performance / vehicle classes

Research and Thermal Management


advanced engineering Solutions
for future EV concepts

System integration 48V and higher


hybrid Solutions

Charging Solutions Battery for EVs eDrive for EVs

A modular product and services portfolio covering the entire ecosystem of electrification
18 Soumitra Bhattacharya, Managing Director | 6/27/2017
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© Bosch Limited 2017. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights.
Bosch Ltd. Investors' Meet

Summary

Disruptive technology change ahead


All elements of value chain are effected
Speed of change calls for demand for System Solution Providers
Bosch
one of the leading automotive suppliers and
strong local footprint in India is in pole Position

19 Soumitra Bhattacharya, Managing Director | 6/27/2017


Provided for informational purposes all information within this presentation strictly on a non-reliance basis
© Bosch Limited 2017. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights.
Agenda

1. Bosch Group Overview

2. Global Mobility Trends

3. India - Legislative landscape affecting Mobility

4. Emission norm changes

5. Electrification roadmap in India

6. Connected Mobility

20 Soumitra Bhattacharya, Managing Director | 6/27/2017


Provided for informational purposes all information within this presentation strictly on a non-reliance basis
© Bosch Limited 2017. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights.
Bosch Ltd. Investors' Meet
Future mobility centered around connectivity

Connected mobility

Electric
driving Multimodal
transport
systems

Automated Parking
driving management

21 Soumitra Bhattacharya, Managing Director | 6/27/2017


Provided for informational purposes all information within this presentation strictly on a non-reliance basis
© Bosch Limited 2017. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights.
Bosch Ltd. Investors' Meet

22 Soumitra Bhattacharya, Managing Director | 6/27/2017


Provided for informational purposes all information within this presentation strictly on a non-reliance basis
© Bosch Limited 2017. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights.